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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $681,650 | $157,276+333.4% | $141,177+382.8% | $152,885+345.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.63% | 64.33%-32.7pp | 71.40%-39.8pp | 345.39%-313.8pp |
| Employer contribution / active EE | $5,534 | $5,262+5.2% | $4,736+16.9% | $4,763+16.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |